Regional Head/Private Banker - Wealth Management Firm

Our client, a Premium Wealth management company, is now seeking for positions in Regional Head Wealth Management and private banker / wealth Manager.

Location- Mumbai, Delhi, Bangalore, Hyderabad, Chennai , Gujarat, Chennai

Role & responsibilities:

- Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates.

- Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

- Deliver personalized investment solutions aligned with clients' financial goals and risk appetite.

- Drive Asset Under Management (AUM) growth, net sales, and market share expansion.

- Develop and implement strategies to maximize client retention and acquisition.

Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module)

Perks and benefits

Salary

ESOPS

Incentives (25%-35%)

Preferred candidate profile:

- Professionals with experience in private banking, wealth management, investment advisory, or financial services.

- Strong understanding of investment products and market dynamics.

- Excellent relationship management and business development skills.